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Generating a notice concerning fiduciary relationship on Form 56 in Lacerte

SOLVEDby IntuitLacerte Tax10Updated April 13, 2022

For individual returns:

  1. Go to Screen 65.1, Notice Concerning Fiduciary Rel.
  2. Select the box labeled Print with tax return.
  3. Enter all applicable information in:
    • Identification (Part 1)
    • Authority (Section A)
    • Nature of Liability of Tax Notices (Section B)
    • Revocation or Termination of Notice (Part 2)
    • Court and Administrative Proceedings (Part 3)

For estate returns:

  1. Go to Screen 38, Notice Concerning Fiduciary Relationship (56).
  2. Select the box labeled Print with tax return.
  3. Enter all applicable information in:
    • Identification (Part 1)
    • Authority (Section A)
    • Nature of Liability of Tax Notices (Section B)
    • Revocation or Termination of Notice (Part 2)
    • Court and Administrative Proceedings (Part 3)

For fiduciary returns:

  1. Go to Screen 62, Notice Concerning Fiduciary Rel. (56).
  2. Select the box labeled Print wiht tax return.
  3. Enter all applicable information in:
    • Identification (Part 1)
    • Authority (Section A)
    • Nature of Liability of Tax Notices (Section B)
    • Revocation or Termination of Notice (Part 2)
    • Court and Administrative Proceedings (Part 3)

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